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Financial Plan Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Plan Inc’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$515K Hold
5,643
– – 0.05% 64
2026
Q1 		$455K Sell
5,643
-303
-5% -$24.6K 0.05% 62
2025
Q4 		$451K Buy
+5,946
New +$437K 0.05% 63

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Financial Plan Inc's AVLV Position: Q2 2026 in Review

Financial Plan Inc held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 5,643 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #64.

Financial Plan Inc first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Financial Plan Inc held 5,643 shares of Avantis US Large Cap Value ETF worth $515K as of Q2 2026.
  • Financial Plan Inc left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.05% of Financial Plan Inc's portfolio in Q2 2026, its #64 holding.
  • Financial Plan Inc first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.